President Trump: We may renegotiate the United States-Mexico-Canada Agreement (USMCA).
Canadian Prime Minister Carney: Some aspects of the US-Mexico-Canada Agreement (USMCA) will have to be adjusted.
Supermicro Computer (SMCI. O) said on Tuesday it cut its third-quarter revenue forecast to $4.50 billion - 4.60 billion, down from an earlier estimate of $5 billion - 6 billion. Supermicro fell more than 16 percent after hours.
超微电脑(SMCI.O)周二表示,将第三季营收预估调降至45亿-46亿美元,低于先前预估的50亿-60亿美元。超微电脑盘后跌超16%。
The Nasdaq index expanded its decline to 3%, artificial intelligence stocks tumbled, Tesla (TSLA. O) fell 6.7%, Supermicro Computer (SMCI. O) fell 7.6%, NVIDIA (NVDA. O) fell 5.6%, Oracle (ORCL. N) fell 5.2%.
纳指跌幅扩大至3%,人工智能概念股重挫,特斯拉(TSLA.O)跌6.7%、超微电脑(SMCI.O)跌7.6%、英伟达(NVDA.O)跌5.6%、甲骨文(ORCL.N)跌5.2%。
On February 24th, according to industry news, Nvidia's latest Blackwell architecture GPU chip has seen strong demand, accounting for more than 70% of TSMC's CoWoS-L advanced packaging capacity this year. Shipments have increased by more than 20% quarter-on-quarter.
Broadcom (AVGO. O) and TSMC (TSM. N) are eyeing a possible Intel (INTC. O) deal, according to the Wall Street Journal. Broadcom, which has been keeping a close eye on Intel's chip design and marketing business, has informally discussed a bid with advisers, but may bid only if it finds a partner for Intel's manufacturing operations. TSMC is already studying taking control of some or all of Intel's chip factories.